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Name Holding Trade Value Shares
Change
Change in
Stake
KPCM
326
Kings Point Capital Management
New York
$25K +$18.5K +1,200 New
FWM
327
Focused Wealth Management
New York
$23K -$60.8K -3,950 -79%
LC
328
Lindbrook Capital
California
$23K +$1.54K +100 +10%
TFA
329
Toth Financial Advisory
Virginia
$22K +$15.7K +1,019 New
FHA
330
Flagship Harbor Advisors
Massachusetts
$21K -$97.8K -6,350 -86%
HPC
331
HM Payson & Co
Maine
$21K +$6.16K +400 +67%
LFG
332
LifePlan Financial Group
Ohio
$21K +$14.9K +970 New
CHC
333
City Holding Co
West Virginia
$21K +$15.4K +1,000 New
JWM
334
Jeppson Wealth Management
California
$21K +$15.4K +1,000 New
BFC
335
Bedel Financial Consulting
Indiana
$16K +$11.5K +750 New
FP
336
Financial Perspectives
Minnesota
$15.9K +$3.85K +250 +50%
WCG
337
Weaver Consulting Group
California
$13K +$9.31K +605 New
GT
338
Glenmede Trust
Pennsylvania
$12K +$6.3K +409 +205%
RIA
339
RPG Investment Advisory
California
$12K +$8.7K +565 New
JWA
340
JFS Wealth Advisors
Pennsylvania
$11K
PA
341
Parallel Advisors
California
$11K +$3.42K +222 +81%
FPB
342
First PREMIER Bank
South Dakota
$11K +$7.7K +500 New
PCG
343
Private Capital Group
Connecticut
$11K +$7.7K +500 New
FFA
344
Founders Financial Alliance
North Carolina
$10K +$6.93K +450 New
JCM
345
Jacobi Capital Management
Pennsylvania
$9K -$727K -47,246 -99%
HFRG
346
Houlihan Financial Resource Group
Virginia
$9K +$3.08K +200 New
AIC
347
Archer Investment Corporation
Indiana
$8.49K +$6.16K +400 New
Lazard Asset Management
348
Lazard Asset Management
New York
$8K +$6.16K +400 New
KTC
349
Kistler-Tiffany Companies
Pennsylvania
$6K
SBL
350
Sargent Bickham Lagudis
Colorado
$6K